Campaigns, reports and budget simulation

Running an enrollment campaign #

1. New campaign, then a Title, a Start and an End date.
2. The target defaults to the active headcount: there is no list to build.
3. During the campaign, follow Responded, New enrollments, Waivers and Pending.
4. Use Remind non-responders midway, then Close at the deadline. The campaign joins the history with its final rate.

Reading the reports #

• Employer cost by category — the employer share multiplied by the number of people actually covered, benefit family by benefit family.
• Adoption rate by benefit — members over the eligible population set on the benefit.

Simulating a budget #

Two sliders — Employer rate and Estimated adoption rate — recompute the Scenario cost against the Current cost, with the Monthly impact and the Annual projection. Reset restores the starting values.

What the projection leaves out #

A benefit with no employer rate — a flat employer match, say — is not projected: moving a rate slider means nothing for a fixed payment. Those benefits are excluded from the scenario and named below the total. The Current cost shown therefore counts only the projected benefits, so the comparison covers the same perimeter.